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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,722 | $108,882+39.3% | $96,754+56.8% | $154,746-2.0% |
| Participation rate | 64.7% | 75.1%-10.4pp | 70.3%-5.6pp | 80.7%-16.0pp |
| Annual return | 13.91% | 98.39%-84.5pp | 82.04%-68.1pp | 172.34%-158.4pp |
| Employer contribution / active EE | $1,738 | $3,018-42.4% | $2,679-35.1% | $4,379-60.3% |
| Participant deferral / active EE | $5,580 | $5,323+4.8% | $4,758+17.3% | $6,730-17.1% |
| Admin fee / account holder | $1,495 | $10,200-85.3% | $8,905-83.2% | $14,365-89.6% |